Lazy Portfolios Update: 1st Half 2007
Here’s a summary of how the “Lazy Portfolios” have done in the first half of 2007. I will provide more detail of the makeup of each portfolio here and on the podcast. I also show each portfolio’s annualized performance for the previous 1.5 and 2.5 years.
NOTE THAT THESE ARE THE EQUITY ONLY PORTIONS OF EACH PORTFOLIO. I REMOVED THEIR BOND COMPONENT (IF ANY).
| Annualized | Annualized | ||
| Lazy Portfolio | 1st half 2007 | Since 12/31/05 | Since 12/31/04 |
| Ted Aronson’s Lazy Portfolio | 10.59% | 20.48% | 19.09% |
| IndexFolio 100 | 9.60% | 21.57% | 17.44% |
| Andrew Tobias’ Lazy Portfolio | 9.52% | 20.79% | 16.81% |
| Scott Burns’ Margarita Portfolio | 9.52% | 20.79% | 16.81% |
| IndexFolio 95 | 9.16% | 21.46% | 17.34% |
| IndexFolio 90 | 8.71% | 21.35% | 17.23% |
| William Bernstein’s Basic No-Brainer Portfolio | 8.64% | 18.53% | 14.58% |
| Merriman Vanguard Equity | 8.25% | 21.92% | 18.56% |
| Paul B. Ferrell’s WisdomTree Portfolio 1 | 8.22% | – | – |
| Bill Schultheis’ Coffeehouse Portfolio Three ETF | 7.95% | 20.14% | – |
| Scott Burns’ Six Ways from Sunday Portfolio | 7.71% | 21.09% | 20.78% |
| Scott Burns’ Couch Potato Portfolio | 7.10% | 15.24% | 11.43% |
| William Bernstein’s No Brainer Cowards Portfolio | 6.85% | 18.72% | 15.56% |
| Frank Armstrong’s Ideal Index Portfolio | 5.84% | 15.95% | 13.06% |
| Ben Stein 2007 | 5.60% | 17.06% | 14.46% |
| Bill Schultheis’ Coffeehouse Portfolio Vanguard | 5.21% | 18.18% | 14.40% |
| Bill Schultheis’ Coffeehouse Portfolio ETFs | 4.70% | 17.98% | 13.56% |
| John Wasnik’s Nano Investment Portfolio | 4.38% | 19.72% | 16.27% |
| David Swensen’s Lazy Portfolio | 4.32% | 18.64% | 15.37% |
| Scott Burns’ Five Fold Portfolio | 3.86% | 19.21% | 16.00% |
| Scott Burns’ Four Square Portfolio | 3.86% | 19.21% | 16.00% |
| Ben Stein Retirement | -1.69% | 15.13% | 12.34% |
| Index | |||
| S&P500 | 5.97% | 13.18% | 8.99% |
| DOW | 7.59% | 16.11% | 9.11% |
| NASDAQ | 7.79% | 11.69% | 7.44% |
Here is the detailed holdings of each portfolio. The 3rd column is the original portfolio percentage including bonds. The last column shows the equity weightings without bonds.
| Symbol | % Allocation | % Equity Only | |
| WisdomTree | |||
| DTD | WISDOMTREE TTL DIV | 15% | 15% |
| EXT | WisdomTree Total Earnings Fund | 15% | 15% |
| DHS | WISDOMTREE H-Y EQ TR | 10% | 10% |
| DTH | WISDOMTREE DIEFA HY | 10% | 10% |
| DKA | International Energy Sector | 10% | 10% |
| DPN | International Consumer Non-Cyclical Index | 10% | 10% |
| EZY | WisdomTree Low P/E Fund | 10% | 10% |
| TOTAL | 100% | 100% | |
| Ben Stein 2007 | |||
| VTI | Vanguard Total Stock Market ETF | 35% | 35% |
| EFA | ISHARES MSCI EAFE FD | 20% | 20% |
| EEM | ISHARES MSCI E.M.I.F | 10% | 10% |
| ICF | ISHARES COHEN & STEERS REALTY | 10% | 10% |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX FD | 10% | 10% |
| Cash | 15% | 15% | |
| TOTAL | 100% | 100% | |
| Ben Stein Retirement | |||
| RWR | DJ Wilshire REIT ETF | 50% | 50% |
| DVY | ISHARES DOW SEL DIV | 50% | 50% |
| TOTAL | 100% | 100% | |
| Jim Lowell’s Sower’s Growth Portfolio | |||
| EFA | ISHARES MSCI EAFE FD | 25% | 25% |
| IYY | ISHARE DJ TOT MKT IN | 15% | 15% |
| MDY | MidCap SPDRs | 15% | 15% |
| DIA | DIAMONDS | 10% | 10% |
| IWM | ISHARES RUSSELL 2000 INDEX FD | 10% | 10% |
| EEM | ISHARES MSCI E.M.I.F | 10% | 10% |
| ONEQ | Fidelity Nasdaq Composite Index Tracking Stock – Fidelity Nasdaq Composite Index Tracking Stock | 7.5% | 7.5% |
| PWC | PowerShares Dynamic Market Portfolio | 7.5% | 7.5% |
| 100% | 100% | ||
| Frank Armstrong’s Ideal Index Portfolio | |||
| VGTSX | Vanguard Total Intl Stock Index | 31% | 31% |
| VBISX | Vanguard Short-Term Bond Index | 30% | 30% |
| VISVX | Vanguard Small Cap Value Index | 9.25% | 9.25% |
| VIVAX | Vanguard Value Index | 9.25% | 9.25% |
| VGSIX | Vanguard REIT Index | 8% | 8% |
| VISGX | Vanguard Small Cap Growth Index | 6.25% | 6.25% |
| VFINX | Vanguard 500 Index | 6.25% | 6.25% |
| 100% | 100% | ||
| John Wasnik’s Nano Investment Portfolio | |||
| VTI | Vanguard Total Stock Market ETF | 20% | 33% |
| VGTSX | Vanguard Total Intl Stock Index | 20% | 33% |
| VNQ | Vanguard REIT ETF | 20% | 33% |
| TIP | ISHARES LEHMAN TIPS | 20% | 0% |
| AGG | iShares Lehman Aggregate Bond Fund | 20% | 0% |
| 100% | |||
| Andrew Tobias’ Lazy Portfolio | |||
| VTSMX | Vanguard Total Stock Mkt Idx | 33.30% | 50.00% |
| VGTSX | Vanguard Total Intl Stock Index | 33.30% | 50.00% |
| VIPSX | Vanguard Inflation-Protected Secs | 33.30% | 0.00% |
| 99.90% | 100.00% | ||
| William Bernstein’s Basic No-Brainer Portfolio | |||
| VFINX | Vanguard 500 Index | 25% | 33% |
| VTMSX | Vanguard Tax-Managed Small Cap Inv | 25% | 33% |
| VTMGX | Vanguard Tax-Managed Intl | 25% | 33% |
| VBISX | Vanguard Short-Term Bond Index | 25% | 0% |
| 100% | 100% | ||
| William Bernstein’s No Brainer Cowards Portfolio | |||
| VFSTX | Vanguard Short-Term Investment-Grade | 40% | |
| VTSMX | Vanguard Total Stock Mkt Idx | 15% | 1/4 |
| VISVX | Vanguard Small Cap Value Index | 10% | 17% |
| VIVAX | Vanguard Value Index | 10% | 17% |
| VEIEX | Vanguard Emerging Mkts Stock Idx | 5% | 8% |
| VEURX | Vanguard European Stock Index | 5% | 8% |
| VPACX | Vanguard Pacific Stock Index | 5% | 8% |
| VGSIX | Vanguard REIT Index | 5% | 8% |
| VTMSX | Vanguard Tax-Managed Small Cap Inv | 5% | 8% |
| 100% | 100% | ||
| Bill Schultheis’ Coffeehouse Portfolio Three ETF | |||
| VTI | Vanguard Total Stock Market ETF | 33.3% | 50.0% |
| EFV | ISHARES MSCI VLU IDX | 33.3% | 50.0% |
| AGG | iShares Lehman Aggregate Bond Fund | 33.3% | 0.0% |
| 100% | 100% | ||
| Bill Schultheis’ Coffeehouse Portfolio ETFs | |||
| AGG | iShares Lehman Aggregate Bond Fund | 40% | 0% |
| IVV | ISHARE S&P 500 INDX | 10% | 17% |
| IVE | ISHARE SP500 BAR VAL | 10% | 17% |
| EFA | ISHARES MSCI EAFE FD | 10% | 17% |
| IYR | ISHARE DJ R EST INX | 10% | 17% |
| IWN | ISHARES RUSSELL 2000 VALUE INDEX FD | 10% | 17% |
| JKJ | ISHARES MRGN SM CORE | 10% | 17% |
| 100% | 100% | ||
| Bill Schultheis’ Coffeehouse Portfolio Vanguard | |||
| VBMFX | Vanguard Total Bond Market Index | 40% | 0% |
| VFINX | Vanguard 500 Index | 10% | 17% |
| VIVAX | Vanguard Value Index | 10% | 17% |
| VGTSX | Vanguard Total Intl Stock Index | 10% | 17% |
| VGSIX | Vanguard REIT Index | 10% | 17% |
| VISVX | Vanguard Small Cap Value Index | 10% | 17% |
| NAESX | Vanguard Small Cap Index | 10% | 17% |
| 100% | 100% | ||
| David Swensen’s Lazy Portfolio | |||
| VTSMX | Vanguard Total Stock Mkt Idx | 30% | 43% |
| VGSIX | Vanguard REIT Index | 20% | 29% |
| VGTSX | Vanguard Total Intl Stock Index | 20% | 29% |
| VIPSX | Vanguard Inflation-Protected Secs | 15% | 0% |
| VFISX | Vanguard Short-Term Treasury | 15% | 0% |
| 100% | 100% | ||
| Scott Burns’ Couch Potato Portfolio | |||
| VTSMX | Vanguard Total Stock Mkt Idx | 50% | 100% |
| VIPSX | Vanguard Inflation-Protected Secs | 50% | 0% |
| 100% | 100% | ||
| Scott Burns’ Margarita Portfolio | |||
| VTSMX | Vanguard Total Stock Mkt Idx | 33.30% | 50.00% |
| VIPSX | Vanguard Inflation-Protected Secs | 33.30% | 0.00% |
| VGTSX | Vanguard Total Intl Stock Index | 33.30% | 50.00% |
| 99.90% | 100.00% | ||
| Scott Burns’ Four Square Portfolio | |||
| VTSMX | Vanguard Total Stock Mkt Idx | 25% | 33% |
| VIPSX | Vanguard Inflation-Protected Secs | 25% | |
| VGTSX | Vanguard Total Intl Stock Index | 25% | 33% |
| VGSIX | Vanguard REIT Index | 25% | 33% |
| 100% | 100% | ||
| Scott Burns’ Five Fold Portfolio | |||
| VTSMX | Vanguard Total Stock Mkt Idx | 20% | 33% |
| VIPSX | Vanguard Inflation-Protected Secs | 20% | |
| VGTSX | Vanguard Total Intl Stock Index | 20% | 33% |
| VGSIX | Vanguard REIT Index | 20% | 33% |
| BEGBX | American Century International Bd Inv | 20% | |
| 100% | 100% | ||
| Scott Burns’ Six Ways from Sunday Portfolio | |||
| VTSMX | Vanguard Total Stock Mkt Idx | 16.7% | 25.0% |
| VIPSX | Vanguard Inflation-Protected Secs | 16.7% | 0.0% |
| VGTSX | Vanguard Total Intl Stock Index | 16.7% | 25.0% |
| VGSIX | Vanguard REIT Index | 16.7% | 25.0% |
| BEGBX | American Century International Bd Inv | 16.7% | 0.0% |
| VGENX | Vanguard Energy | 16.7% | 25.0% |
| 100.0% | 100.0% | ||
| Ted Aronson’s Lazy Portfolio | |||
| VEIEX | Vanguard Emerging Mkts Stock Idx | 20% | 25% |
| VFINX | Vanguard 500 Index | 15% | 19% |
| VPACX | Vanguard Pacific Stock Index | 15% | 19% |
| VEXMX | Vanguard Extended Market Idx | 10% | 13% |
| VIPSX | Vanguard Inflation-Protected Secs | 10% | 0% |
| VEURX | Vanguard European Stock Index | 5% | 6% |
| VWEHX | Vanguard High-Yield Corporate | 5% | 0% |
| VUSTX | Vanguard Long-Term U.S. Treasury | 5% | 0% |
| VISGX | Vanguard Small Cap Growth Index | 5% | 6% |
| VISVX | Vanguard Small Cap Value Index | 5% | 6% |
| VTSMX | Vanguard Total Stock Mkt Idx | 5% | 6% |
| 100% | 100% | ||
| Merriman Vanguard Equity | |||
| VFINX | Vanguard 500 Index | 10.00% | 10.00% |
| VIVAX | Vanguard Value Index | 10.00% | 10.00% |
| NAESX | Vanguard Small Cap Index | 10.00% | 10.00% |
| VISVX | Vanguard Small Cap Value Index | 10% | 10% |
| VGSIX | Vanguard REIT Index | 10% | 10% |
| VDMIX | Vanguard Developed Markets Index | 20% | 20% |
| VTRIX | Vanguard International Value | 20% | 20% |
| VEIEX | Vanguard Emerging Mkts Stock Idx | 10% | 10% |
| 100.00% | 100.00% | ||
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